WealthTrust DBS Long Term Growth ETF
WLTG
2 hedge funds and large institutions have $1.09M invested in WealthTrust DBS Long Term Growth ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.
100% more funds holding
Funds holding: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
57% more capital invested
Capital invested by funds: $696K → $1.09M (+$395K)
70.05% less ownership
Funds ownership: 89.79% → 19.74% (-70%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$666K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$425K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
WealthTrust Asset Management
Destin,
Florida
|
-$696K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFS
1
Sowell Financial Services
North Little Rock,
Arkansas
| $666K | +$666K | +27,714 | New |
|
|
2
Citadel Advisors
Miami,
Florida
| $425K | +$425K | +17,679 | New |
|
|
WAM
3
WealthTrust Asset Management
Destin,
Florida
| – | -$696K | -26,937 | Closed |
|
WLTG Hedge Fund Activity: Q1 2022 in Review
2 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WealthTrust DBS Long Term Growth ETF (WLTG) for Q1 2022, worth a combined $1.09M — up 57% from $696K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WLTG positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Sowell Financial Services, opening a new position worth an estimated $666K. The largest seller was WealthTrust Asset Management, exiting entirely with an estimated $696K sold.
- 2 institutional investors held WealthTrust DBS Long Term Growth ETF (WLTG) as of Q1 2022, up from 1 in Q4 2021.
- Funds reported $1.09M of WealthTrust DBS Long Term Growth ETF stock for Q1 2022, up 57% quarter-over-quarter.
- 2 funds opened new WealthTrust DBS Long Term Growth ETF positions in Q1 2022 and 1 closed out, a net change of +1 holder.
- The largest WealthTrust DBS Long Term Growth ETF buyer in Q1 2022 was Sowell Financial Services, an estimated $666K added.
- The largest WealthTrust DBS Long Term Growth ETF seller in Q1 2022 was WealthTrust Asset Management, an estimated $696K sold.
Based on aggregated 13F filings for Q1 2022.